Capital Markets & Insurance

2nd Annual Machine Learning in Quantitative Finance
Utilize Machine Learning tools within quantitative finance whilst meeting investors’ and regulators’ expectations
United States of America
New York, NY 1-2 Sep 2020

7th Annual Leveraged Lending in the Shifting Economic and Regulatory Environment
Position your loans and portfolios to deal with emerging risks, such as sliding documentation terms and LIBOR, to stay profitable and compliant in the next credit cycle
United States of America
New York City 2-3 Sep 2020

6th Annual Retail Deposit Optimization and Strategic Management, Canada
Pricing and product innovation strategies to win core deposits and maintain margins in the increasingly competitive, low interest rate market while balancing NCCF, LCR and NSFR requirements
Canada
Toronto, ON 8-10 Sep 2020

2nd Edition Initial Margin Optimization and Collateral Management: Phase 5 & 6
Effective initial margin implementation through efficient derivative pricing within collateral management, to reduce costs and gain competitiveness in the current market
United States of America
New York, NY, USA Date to be confirmed

Counterparty Credit Risk Modeling and Management
Integrate regulatory requirements as well as market changes and disruptions such as LIBOR, CCP risk and the COVID-19 into your counterparty credit risk models  
United States of America
New York City 14-15 Sep 2020

3rd Annual Benchmark Rates Reform in the Derivatives Market
Address how global effort to reform the benchmark rates and end Libor will impact derivatives valuations and legacy trades
United Kingdom
London 14-16 Sep 2020

10th Annual Funds Transfer Pricing and Balance Sheet Management
Establish how banks are using FTP to achieve balance sheet optimisation and manage P&L volatility due to side effects from COVID-19
Germany
Frankfurt 14-16 Sep 2020

9th Edition Risk Data Aggregation and Risk Reporting
Enhance your risk data aggregation and risk reporting with a focus on data governance, data consistency, and building a data-centric business.
United Kingdom
London Marriott Hotel Canary Wharf 17-18 Sep 2020

2nd Annual Model Risk Management in Banking
Develop an industry standard for the assessment and management of model risk for traditional and next generation models in banks
United Kingdom
London Marriott Hotel Canary Wharf 16-18 Sep 2020

Benchmark Rate Reform for Debt-Based Cash Instruments
Impact of the move to a risk free rate on term agreements for floating bonds and loans in the cash market
United Kingdom
London 17-18 Sep 2020

7th Annual Liquidity and Funding Risk Management
Strengthen your treasury strategies to ensure resilient liquidity management and regulatory compliance in this uncertain economic environment
United States of America
New York City, NY 16-18 Sep 2020

Finance Digitalisation Forum 2020
AUTOMATION – DATA VISUALISATION – ADVANCED ANALYTICS – TREASURY MANAGEMENT – EXPENSE MANAGEMENT – BLOCKCHAIN – AI & ML – CLOUD FINANCE – REAL-TIME BUDGET FORECASTING
Singapore
Singapore 17-18 Sep 2020

4th Edition LIBOR Transition in Loans and Derivatives
Switching both new and legacy LIBOR contracts to the new Risk-Free Rates across futures, swaptions, structured products, securities and loans in preparation for 2021.
United States of America
New York, NY 21-23 Sep 2020

4th Edition Digital Transformation in Wealth Management
Enhancing ROI in digital advice and products to deliver holistic customer experience and grow the business
United States of America
NEW YORK, USA 21-23 Sep 2020

[Marcus Evans Live+] Cash Management, Innovation & Analytics 2020
Crafting a seamless cash society by adapting to payment innovations and new disruptive ledgers in response to market expectations in the growing digital banking space
Singapore
Online 23-24 Sep 2020

16th Edition Model Risk
Providing firms with the necessary tools to integrate AI/ML capabilities, stay compliant with SR11-7 and enhance model risk governance via effective model inventory and deployment.
United States of America
New York City 23-25 Sep 2020

Operational Resilience for Financial Institutions
Leverage end-to-end business continuity and disaster recovery strategies to ensure your critical functions are always operational and minimize the impact on customers
United States of America
New York City 23-25 Sep 2020

6th Edition Operational Risk Management
Strengthening operational risk management via effective supervision of key risk indicators and controls, dynamic governance and awareness of the best approaches to tackle emerging risks
United States of America
San Francisco, CA 28-30 Sep 2020

Data Mining and Engineering in Finance
Drive data engineering and mining initiatives to build an entire ecosystem of quality data for trade and risk in the financial market
United Kingdom
London 5-6 Oct 2020

The Future of Banking
Innovate, transform and disrupt to become a truly digital bank
United States of America
New York 7-8 Oct 2020

3rd Annual RPA and AI in the Financial Market
Drive large scale adoption of RPA and progress towards intelligent automation such as machine learning
United Kingdom
London Marriott Hotel Canary Wharf 19-20 Oct 2020

19th Annual Liquidity Management
Drive daily optimisation of liquidity metrics such as intraday liquidity in light of pressure from other risk and capital measures
United Kingdom
Canary Riverside Plaza Hotel, London 19-20 Oct 2020

Operational Resilience and Business Continuity Management in the Financial Sector
Gain insights from lessons learned throughout COVID-19 and use this to shape operational resilience and BCP
United Kingdom
Canary Riverside Plaza Hotel, London 19-21 Oct 2020

Stress Testing For Financial Institutions 2020
Fortifying Stress Testing and Capital Planning Methodologies to Combat Uncertainties and Recover from Pandemic Turmoil
United States of America
New York City, NY 21-22 Oct 2020

8th Annual Advancing Credit Risk Modelling for IFRS 9
Review and refine IFRS 9 credit risk models in light of data, validation and scenario analysis of the macroeconomic effects of COVID 19
Netherlands
Amsterdam 21-23 Oct 2020

[Marcus Evans Live+] Back Office Transformation in Financial Institutions
A wholesome transformation to automate the back office banking operations and make banking frictionless for customers.
Singapore
Online 2-4 Nov 2020

Advanced Management of Banking Book Risk
Effectively govern banking book risk through advanced behavioural modelling for enhanced balance sheet structure and risk management positions
United Kingdom
London 11-13 Nov 2020

4th Edition Impact of CCP Risk and Initial Margin on Counterparty Risk Management
Strategic risk management to minimise the implications of CCP and clearing member default along with bilateral initial margin rules for CCR
United Kingdom
London / Online 11-13 Nov 2020

9th Edition Operational Risk Management in Financial Institutions
Incorporating lessons learnt from the Covid19 pandemic alongside the emergence of new threats in an increasingly agile environment
United Kingdom
London Marriott Canary Wharf, London 16-17 Nov 2020

4th Edition Financial Crime and AML
Update your financial crime strategies to increase effectiveness and efficiency to respond to the latest threats
United States of America
New York, NY 16-17 Nov 2020

12th Edition: Third Party Risk Management & Oversight for Financial Services
Adapting Third Party Risk Management Programs to a Crisis by Strengthening Remote Monitoring Activities, Staying Compliant with Regulations, and Mitigating Risk of Information Breaches
United States of America
New York City, NY & Online 18-19 Nov 2020

2nd Annual Benchmark Rate Reform for Treasury and Accounting
Impact of the transition to risk free rates on fair value of financial instruments, hedge accounting and P&L volatility
United Kingdom
London 18-20 Nov 2020

23rd Annual Financial Sector Compensation and Benefits
Develop compensation and benefits policy that succeeds in being fair, sustainable and competitive through leveraging HR data and appropriately responding to the latest regulation
United Kingdom
London 18-20 Nov 2020

[Marcus Evans Live+] Benchmark Rates Reform
The time is now to plan for the future of the benchmark rates through early adoption and an understanding of the core challenges that financial markets face due to the transition.
Singapore
Online 23-24 Nov 2020

3rd Edition Interest Rate Risk Management Strategies
Develop an optimal interest rate risk management strategy to attract savers and borrowers while staying liquid and profitable in the current economic climate
United States of America
New York City 2-4 Dec 2020

2nd Annual Best Practices for Stress Testing in Financial Institutions
Strengthen methodologies and frameworks for ad hoc, daily and annual stress tests to empower better decision making whilst overcoming COVID-19.
United States of America
New York, NY 2-4 Dec 2020

Operational Excellence for Financial Institutions
Benchmark innovative tools, platforms and methodologies to maximize operational excellence in your firm
United States of America
New York 7-9 Dec 2020

2nd Annual Mortgage Loans Innovation

Singapore
Singapore 3-5 Mar 2021

marcus evans Live+ (KL Capital Markets)
Take advantage of our online live stream of the event, enabling you to attend all event presentations.
Malaysia
Online Date to be confirmed

Marcus Evans Live+ (Capital Markets)
Take advantage of our online live stream of the event, enabling you to attend all event presentations.
United Kingdom
London Date to be confirmed

[Virtual+ Training Course] Lean Finance
Strategies, tools and techniques to transform finance to a lean and mean functional unit
Asia
Online, South East Asia 7-8 Sep 2020

Interest Rate Risk in the Banking Book(IRRBB)
A structured online course delivered over 4 three hour daily modules
United Kingdom
Online 7-10 Sep 2020

Third Party Risk Management
End-to-end best practice in a vendor risk management program. Delivered over four sessions using an innovative online format.
United States of America
Online 7-10 Sep 2020

Business Continuity and Scenario Planning
A two-day programme with detailed business continuity case studies. Attend in person or via a live webcast of the event
United Kingdom
Online 14-15 Sep 2020

Understanding and Mitigating Human Risk within Financial Services
The biggest risk facing most organisations is Human Risk; this course will explore what it is and how we can best mitigate it. Delivered over four sessions using an innovative online format.
United Kingdom
Online 14-17 Sep 2020

Machine Learning and its Applications for Financial Institutions
A structured live online course delivered over 4 half-day sessions
United States of America
Online 15-18 Sep 2020

Live Online Training Course: Risk Management in Non-Financial Companies (NFC’s)
Aligning risk with strategy and performance : A live online course delivered over four 3 hour sessions
United Kingdom
Online 9-22 Sep 2020

Live Online Course: Credit Risk Modelling under Stressed Conditions
A structured online course delivered in four half day sessions
United Kingdom
Online 21-24 Sep 2020

Managing Operational and Cyber Resiliency
Understand how to improve your technology and vendor risk management capabilities and improve your preparedness for operational shocks. Delivered over four sessions using an innovative online format.
United States of America
Online 21-24 Sep 2020

Climate Risk within the Financial Services Industry
An innovative climate risk course delivered by our expert co-trainers Gerhard Mulder and Stephanie Gnissios over four half day sessions. Timings: September 22-25, 8:30 - 11:30 BST
United Kingdom
Online 22-25 Sep 2020

Best Practice Capital and Liquidity Planning
Developing a playbook for ICAAP & ILAAP is crucial to bank strategy and profitability
Germany
Frankfurt 28-29 Sep 2020

IBOR Transition and Risk-Free Rates
Ensure that your institution is prepared for the move away from Libor.
United States of America
New York, NY 28-29 Sep 2020

Managing Operational Risk Within the Financial Sector
This course will help firms protect themselves in this increasingly challenging risk environment, by establishing an effective framework for identifying, assessing, monitoring, managing and reporting all their operational risks. Delivered over four sessions using an innovative online format.
United Kingdom
Online 28 Sep-1 Oct 2020

Best Practice Capital and Liquidity Planning
Developing a play-book for ICAAP & ILAAP is crucial to bank strategy and profitability
Germany
Online 30 Sep-2 Oct 2020

Live Online Course: Using FTP to Navigate Market Volatility
A structured online course delivered over 4 half day modules
United States of America
Online 15 Sep-6 Oct 2020

Advancing your ALM Framework and Leveraging Funds Transfer Pricing
Understanding the multiple regulatory requirements and their implications for balance sheet management to enable profitable and sustainable growth, driving business results through ALM and FTP
Canada
Toronto, ON 5-6 Oct 2020

Live Online Training Course: Stress Testing for Banks
A structured online course delivered in four half-day sessions over 4 weeks
United Kingdom
Online 5-8 Oct 2020

Live Online Training Course: Risk-Based Auditing
A structured online course delivered over 4 half-day modules
Switzerland
Online 5-8 Oct 2020

Key Risk Indicators within Operational Risk
Enhance your ability to manage existing and emerging risks by establishing an effective KRI framework and integrating it into the overall operational risk management programme
United States of America
New York, NY 7-8 Oct 2020

IBOR Transition and Risk Free Rates
A structured online course delivered live over 4 three hour modules
United States of America
Online 5-8 Oct 2020

Climate Risk within the Financial Services Industry
Learn how to recognise, analyse, manage, and report on climate risk in the financial sector.
Netherlands
Amsterdam 8-9 Oct 2020

Live Online Training Course: Asset Liability Management – How to Optimise the Banking Book of a Financial Institution
A structured online course delivered in four half day sessions over four days
United Kingdom
Online 12-15 Oct 2020

Live Online Training Course: Bank Balance Sheet Optimisation
A structured online course delivered over 4 half day modules
Singapore
Online 12-15 Oct 2020

Live Online Course: Digital Transformation of Model Management
A structured 12 hour course delivered live across 4 three hour daily modules
United States of America
Online 13-16 Oct 2020

Digital Transformation of Model Management
Transforming the infrastructure and the processes of model management with distributed governance and normalization of data and models for effective model risk management with AI and ML
United States of America
Online 19-20 Oct 2020

Implementación de modelos de gestión de riesgos de balance (ALM) y precios de transferencia (FTP) para cumplir con las nuevas expectativas regulatorias
Entender los requerimientos regulatorios y sus implicaciones para la gestión del balance. Implementar y apalancar las herramientas de ALM (IRRBB, Liquidez) y FTP para lograr un crecimiento rentable y sostenible.
Bolivia
Online 14-20 Oct 2020

Live Online Training Course: Model Governance in the Age of Data Science and AI
Engage with the growing use of data science and AI within financial institutions by implementing a new model governance framework. This course is offered in an entirely online format
United States of America
Online 19-22 Oct 2020

Live Online Training Course: Comprehensive Credit Risk Modeling Masterclass
A comprehensive course, bridging the gap between CECL, regulatory and economic credit risk modeling.
United States of America
Online 19-22 Oct 2020

Enhancing your Market Risk Framework to Optimise Compliance with the FRTB
Understanding and implementing the new capital requirements for market risk under the FRTB
United Kingdom
Online 26-29 Oct 2020

Managing and Modelling Counterparty Credit Risk
A structured live online course delivered over 4 half-day sessions
United States of America
Online 26-29 Oct 2020

Digital Transformation of Model Management
Transforming the infrastructure and the processes of model management with distributed governance and normalization of data and models for effective model risk management with AI and ML
United Kingdom
London 9-10 Nov 2020

Machine Learning and its Applications for Financial Institutions
A Comprehensive Examination of Machine Learning and its Applications within Financial Markets including Risk Modelling, Valuation, and Market Predictions
United States of America
New York, NY 9-10 Nov 2020

Using FTP to Navigate Market Volatility
Two-day intensive workshop which includes a number of timely real-life examples of best/worst practices
United States of America
Washington, DC 16-17 Nov 2020

Credit Risk Modeling Masterclass-
A special focus on regulatory objectives, CECL requirements and COVID-19
United States of America
New York, NY 16-17 Nov 2020

Reverse Stress Testing
An in-depth discussion of ways to assess and enhance existing frameworks
United Kingdom
London + Live Webcast 26-27 Nov 2020